See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $293,560 | $62,573+369.1% | $85,682+242.6% | $85,850+241.9% |
| Participation rate | 97.0% | 61.1%+35.8pp | 69.9%+27.1pp | 69.3%+27.7pp |
| Annual return | 15.80% | 23.77%-8.0pp | 21.49%-5.7pp | 318.53%-302.7pp |
| Employer contribution / active EE | $0 | $1,757-100.0% | $2,618-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $6,592 | $2,802+135.2% | $3,923+68.1% | $3,952+66.8% |
| Admin fee / account holder | $5,787 | $4,640+24.7% | $6,873-15.8% | $6,260-7.5% |